Seamless Handover: Optimising the BDM–PM Workflow

Send us Fan MailWe sit down with Karlie from Boutique Realty in Perth to unpack how a modern BDM drives growth across sales, onboarding, and property management. We map the tools, scripts, and handover routines that keep owners confident, PMs informed, and marketing consistent.• BDM background vs property management experience• In‑person appointments vs online meetings• High volume vs high value market dynamics• Social, website, and sales database lead sources• CRM choices: IRE/BDM (Reapit) vs Phoenix• Light automation plus phone-first follow-up• Onboarding flow from appraisal to lease• Capacity triggers and task splitting• PM trust via weekly huddles and visibility• Post‑handover boundaries and owner support• 12‑month touchpoints and investor audits as strategyIf anyone needs to reach out to myself or Karlie, just send through a message. We’re always very happy to help.Detector Inspector | Safer Homes This podcast is kindly sponsored by The Associates Co. The Associates Co provides fully trained professionals to assist you with scaling your property management department. They are ready to hit the ground running! Once a luxury, VA's are now a staple in every business, whether you are managing 5 properties or 500+Head over to www.theassociatesco.com